Submit
Partners can send a lead through a defined workflow instead of relying on scattered texts, calls, or email threads.
Referral Partners
Make the referral relationship part of the workflow—not an afterthought.
Okiova gives referral partners a structured portal to submit opportunities, provide requested information, understand progress, and collaborate with the agency.
Organizations + peopleLead visibilitySecure collaboration
DealershipsReal EstateMortgageTaxCredit RepairMore partner types
Complete
Collect follow-up information and required documents when the agency is ready for the next step.
Track
Give the partner appropriate status visibility without exposing internal agency-only data.
Collaborate
Keep partner-to-staff communication tied to the actual customer opportunity.
Account for value
Connect partner relationships to agency reporting and, where applicable, dealer-check workflows.
Scale safely
Use role-based access so one partner organization cannot see another partner’s data.
Choose your next step
Start now, or see the package you care about first.
Create your Okiova agency workspace immediately, or request a focused demo before you begin.